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Showing 601 - 610 of 1010 results for "Private wealth"

Fortnum names two key hires

DARREN SNYDER  |  MONDAY, 24 APR 2017
A former national manager at BT Financial Group is now heading financial advice at Fortnum Private Wealth. Joining Fortnum as head of advice is Kerry Thomas. She was previously national manager, practice advice, at BTFG and has more than 15 years' financial ...

Fitzpatricks strengthens Victorian advice presence

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
Fitzpatricks Private Wealth is continuing its expansion with the addition of two Melbourne advice practices. Chronos Private and Marasea Partners have aligned with Fitzpatricks, following a line of firms to come under its licence in the past 12 months. ...

Hedge fund star joins Merchant Group line-up

ALEX BURKE  |  TUESDAY, 28 MAR 2017
... management employing stop losses and price target warnings. The company was established in 2011 by former Entrust Private Wealth Management senior investment adviser Andrew Chapman, who also chairs the Western Australian advisory group at OzHarvest.

Legg Mason appoints Sydney head from UBS

ALEX BURKE  |  MONDAY, 27 MAR 2017
... Management, where he was a managing director. Before that, he held the same role, as well as head of advice, at JBWere Private Wealth management. In his new position at the global multi-affiliate manager, Stovold will report to head of sales Beau Titchkosky ...

BTFG announces giant Panorama leap

DARREN SNYDER  |  THURSDAY, 23 MAR 2017
... Securitor advisers Investments - $32 billion funds under management (FUM); $1bn in deposits, $2bn in margin lending Private wealth - $21 billion in deposits, $2bn in funds under administration (FUA), $17bn in mortgages Superannuation - $36 billion FUM ...

Bravura continues to grow

JAMIE WILLIAMSON  |  TUESDAY, 28 FEB 2017
... UK Sonata clients, bringing the total to 18, and also completed the new Australian sale of Garradin - a complete private wealth and portfolio administration solution. Overall, the group reported an operating EBITDA of $18.2 million over the six-month ...

VanEck expands investment lineup

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
... solutions team at Bank of America Merrill Lynch in London and has also held roles with Goldman Sachs JBWere in private wealth management. "We are delighted that Brett has joined the Australian business. We continue to grow our investment capabilities ...

Investment manager and advice group join forces

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
... education services. The key product of the alliance is the creation of a new Clime-branded advisory network named Clime Private Wealth. The first office will open in Brisbane in March with a view to have further offices operating nationwide by the end ...

Centrepoint hires Citigroup executive as CIO

ALEX BURKE  |  MONDAY, 20 FEB 2017
... Citigroup, Lewis was an investment product and research analyst at UBS, an associate at S&P, a portfolio manager at HSBC Private Wealth Managers and a fund analyst at SG Global Private Banking. Centrepoint managing director John de Zwart said the new ...

Industry giant retires

EMMA RAPAPORT  |  THURSDAY, 9 FEB 2017
... member Matthew Quin will succeed Lambert as chairman. Financial Standard's feature interview with Lambert in FS Private Wealth can be viewed here.